Broker Check

(260) 927-1830

Meet the Team

Wealth Management Team


Brian Davis, CFP®
Wealth Partner

Dennis Kehoe, CRCP®
Wealth Partner

Chris Lipper, CFP®, CIMA®
Wealth Partner

Doug Lockwood, CFP®
Wealth Partner

McKenna Clifford
Wealth Partner

Layton Ginder, CFP®
Wealth Partner

Charles Hart, CFP®, CPA
Wealth Partner

Erik Herstad, MBA
Wealth Partner

Susan Isaacson, JD, LLM, CFP®, CPA (Inactive), PFS;
Financial Advisor

Daniel Steichen, JD, CPA (Inactive), MS Taxation;
Financial Advisor

Kyle Osting
General Counsel/Chief Compliance Officer

Martin Landry, CFA, CFP®
Director of Advanced Planning

Brian Remson, CFP®
Advanced Planning Advisor

Adam Spence, CFP®
Advanced Planning Advisor

Duncan Bowie
Associate Financial Planner

Kentrina Mapes, FPQP®
Client Experience Manager

Allyson Boyd
Paraplanner

Sherry Firestone
Paraplanner

Amy Kemper
Paraplanner

Theresa Kruizenga
Paraplanner

Taylor Lacey
Paraplanner

Marchel Lea
Paraplanner

Marie Marden
Paraplanner

Diedre Matheny
Paraplanner

Karyn Beth Ash
Client Care Coordinator

Sara McKown
Paraplanner

Karen Brown
Client Care Coordinator

Brittany Miller
Client Care Coordinator

George Woychik
Relationship Coordinator


Financial Guidance and Advice Team 


Stephanie Rennie
Financial Guidance and Advice Manager

Will Chrisman
Financial Advisor

Brian James
Financial Advisor

Tom Knippa, MBA, CFP®
Financial Advisor

Brian Neal, AAMS®
Financial Advisor

Ben Streeter
Financial Advisor

Laura Morton
Paraplanner

Kelly Tobias
Paraplanner

Executive Team


David Hefty, CFP®
Chief Executive Officer

Stacy Hefty
President

Edison Byzyka, CFA
Chief Investment Officer

Joe Haupert
Chief Business Officer

Angie Lockwood, CPA
Chief Transformation Officer

Christina North
Chief Financial Officer

Brian Wessley
Chief Talent Officer

Corporate Development


Kelly Glogas
Corporate Development Coordinator

Jordan Smith
Corporate Development Consultant

Board of Directors

   
David Hefty, CFP®
Chief Executive Officer 

Stacy Hefty
President

Dennis Kehoe, CRCP®
Managing Director

Chris Lipper, CFP®, CIMA®
Managing Director


Let's Get Started

Ready to work with Credent Wealth Management? Give us a call today at 260-927-1830 (IN), 269-532-1901 (MI), 214-696-2323 (Plano, TX) or 254-777-5252 (Waco, TX). Or get started with our calculator below.

Free Retirement Analysis

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